Sr Customer Relationship Officer - Beverly Hills

Sr Customer Relationship Officer - Beverly Hills

BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation's premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more. At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!

THE OPPORTUNITY Senior Customer Relationship Officers are primarily responsible for coaching and training the Teller team to process transactions accurately, efficiently, and in accordance with established policies and procedures. Senior Customer Relationship Officers create a positive team environment in Branch Banking by modeling excellent customer service, and coach Tellers by using in-depth policy and procedure knowledge to handle more complex transactions and issues. May step in as a team leader when needed. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

HOW YOU'LL MAKE A DIFFERENCE Provide support to the Branch Operations Manager with Teller supervision by coaching and mentoring performance relative to losses, differences, and mitigating risk. When appropriate, assist with coaching for improved performance. Approve customer and Bank transactions within established limits, including Cashier's Checks, wire transfers and deposit processing. Ensure training and review of banking policies and procedures are implemented within staff. Contribute significantly to the branch's overall audit and certification results. Ensure branch security including the security and accountability of all cash and negotiable items. Maintain appropriate branch and ATM cash limits Have a knowledge of new accounts and be a reliable back-up. This requires handling all facets of new accounts, including opening accounts, superseding accounts and research projects. Respond to emails, calls and other requests from back-office Operations and other business units. Identify customer needs and refer financial products and services. Involved with interviewing and hiring decisions. Prepare and deliver employee performance evaluations, goal planning, and counseling. Manage, support, coach and train employees. Follow all established policies and procedures. Perform other duties and projects as assigned.

WHAT YOU'LL BRING Minimum four years of recent experience in branch operations is required, including at least 1 year new accounts experience is preferred Solid understanding of Treasury Management including wire procedures and policies is required Mastery of all key branch systems; basic end-user knowledge of Word and Excel is required Detailed and accurate with ability to organize and prioritize; resourceful and reliable; solutions-oriented; draws on broad experience to effectively handle multiple functions at the same time including the ability to understand when and to whom to escalate is required Ability to manage increased complexity of staff or client relationship management, depending on branch size is required Ability to step in as a team leader when needed is required Models excellent client service and client relationships; ability to ensure client needs are fully resolved and can work through complex issues is required Responsive; establishes and maintains relationships internally and externally by understanding needs; can resolve many different issues and de-escalate situations, while knowing who to bring in when needed; can guide and support tellers in client resolution questions is required Engages, influences, and guides others reliable, credible, confident manner; ability to effectively interact with internal partners and high-touch clients is required Takes responsibility and initiative to learn and grow; stays current on all new products, technology, and procedures and other coming changes is required Knows what action to take and able to problem solve without extensive direction and is effective across multiple concurrent tasks is required Accountable for handling appropriate level of risk and making decisions appropriate to level is required High School diploma or equivalent required

HOW WE'LL SUPPORT YOU Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long- term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.